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Introduction

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With all my years in the estate industry, the one thing I kept hearing over and over is how my boomer clients wish they had a simple, step-by-step, “how to” guide to point them in the right direction after beloved parents become infirm and/or pass away. I have dedicated my career to being a resource for clients and empowering them with knowledge to take on the overwhelming responsibility of dividing a loved one's personal assets, but to do so with little or no fighting, and making sense of the madness.

I want you to be prepared for what’s coming. There is much to do both before and after parents leave us. When the entire family understands the roles of heir and executor, and grasps the idea that this doesn’t have to be a vicious process, dividing the estate will become more orderly and fair. I hope this guide will act as a friendly hand to hold during the process.

This guide is complimentary to my other books, The Boomer Burden – Dealing With Your Parents’ Lifetime Accumulation of Stuff, and A Boomer's Guide To Cleaning Out Your Parents' Estate in 30 Days or Less, available on Amazon and major booksellers. The Boomer Burden hit #1 in several different categories, and its reviews are tremendous. People email me from all over the world thanking me for writing it. With 100+ million of us needing this guidance, I would recommend picking up these books if you have not yet done so. If you have already read it, this guide is an additional resource and will act as a working manual to put in your purse or briefcase to check things off as you go.

My goal is to make this daunting process as simple as possible for you, while giving you the tools you need to divide the estate equitably. You need a quick-reference, easy to understand, easy to follow guide that provides you with peace of mind and keeps it “simple.”

I know this guide will offer you trustworthy guidance and lighten your load during this very challenging time in your life.

How to Divide Your Family's Estate and Heirlooms Peacefully & Sensibly

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